Carlona Markovich
Shawnee,KS
Summary
Dedicated professional with a proven track record excelling in analytical thinking and customer service. Expert in enhancing operational efficiency by developing training manuals and ensuring accurate financial transactions. Demonstrates a strong work ethic and exceptional attention to detail, significantly improving client satisfaction.
Overview
17
17
years of professional experience
Work History
Middle Office Specialist
Trust Sourcing Solutions LLC
Overland Park, KS
02.2024 - 11.2024
- Daily custodian reconciliation by researching discrepancies and updating accounts with accurate information
- Met multiple deadlines throughout the day when creating and submitting reports to the clients.
- Posted assets to client accounts and updated any applicable spreadsheets
- Outbound calls to trust officers regarding missing information on documents
- Issued checks to clients, ensuring timely and accurate disbursements
- Created training manuals for various trust report and processing procedures
Financial Services Operations Rep II
SS&C Technologies
Kansas City, MO
02.2008 - 02.2024
- Processed transactions related to buying and selling shares of mutual funds and retirement plan accounts under strict deadlines
- This includes purchases, redemptions, rollovers and conversions
- Set up new accounts and provided maintenance to existing accounts
- This includes setting up systematics
- Ran reports for UGMA and UTMA accounts and updated accounts appropriately
- Trained new staff members in mutual fund applications and business processes
- Quality-checked associates data entry work and processing procedures
- Outbound and inbound calls to investors and brokers to resolve any issues with requests that were not in good order
- Maintained up-to-date knowledge of industry regulations, laws, and best practices related to mutual funds
- Created training manuals for step by step procedures on various processing
Education
Associate Degree - Applied Science Paralegal Program
Kansas City Kansas Community College
Kansas City, KSKansas and Missouri Real Estate License -
Career Education Systems
Kansas City, MOSkills
- Attention to detail
- Analytical thinking
- Strong work ethic
- Organization and time management
- Data entry
- Customer service
References
References available upon request.
Timeline
Middle Office Specialist
Trust Sourcing Solutions LLC
02.2024 - 11.2024
Financial Services Operations Rep II
SS&C Technologies
02.2008 - 02.2024
Associate Degree - Applied Science Paralegal Program
Kansas City Kansas Community College
Kansas and Missouri Real Estate License -
Career Education Systems
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